Online Banking

Discussion List

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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 143 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Recently announced Altruist-Plaid-Quicken connection not working

  Closed MeToo 266 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  New connection method for Merrill Lynch and BOA does not allow linking to existing accounts properly

  Closed cdotger 714 views 22 comments 1 point Most recent by unknown August 2025Download, Add/Update Accounts (Windows)
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  Solution to Quicken R6025 Runtime Error when Importing Bank OFX Files

  Closed CincinnatiAdam 88 views 5 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
• 
  Chase Download Fail

  Closed Eastwayroad 22 views 2 comments 0 points Most recent by Eastwayroad August 2025Download, Add/Update Accounts (Windows)
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  Can't add a Citibank account

  Answered Closed samuelmeeks 36 views 4 comments 0 points Most recent by [Deleted User] August 2025Errors and Troubleshooting (Windows)
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  Incomplete account syncing

  Answered Closed Mirage1959 59 views 4 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)
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  United Wholesale Mortgage - Quicken does not connect to needed website (QWin)

  Closed System 21 views 4 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  HD VISA (U.S. Bank issued) and Quicken Web connect fix (?)

  Closed Paul Schubert 23 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Quicken Classic Deluxe connecting Keybank Error CC-506

  Closed Venture72 13 views 3 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Barclays online savings: unable to IMPORT account data (qfx file)

  Closed jiporter 21 views 2 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Mac)
• 
  Portfolio Amounts Doubled

  Closed LMoore 23 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)
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  Errors with downloading transactions from Chase

  Answered Closed Rick B 55 views 4 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Will Quicken automatically initiate transfers at my bank? (Q Mac)

  Answered Closed Katie Cameron 75 views 5 comments 0 points Most recent by RickO August 2025Registers & Transactions (Mac)
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  Capital Group - American Funds [Edited]

  Closed Steve Sprauer 754 views 15 comments 1 point Most recent by Doug Poindexter August 2025Download, Add/Update Accounts (Windows)
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  CC-501 when adding Lowes credit card

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo can't connect

  Answered ✓ Closed samlevinesl 96 views 5 comments 0 points Most recent by samlevinesl August 2025Download, Add/Update Accounts (Windows)
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  cc501

  Answered Closed jimcopeland0742 33 views 3 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
• 
  Cannot download transactions from Community First Credit Union

  Answered Closed jrotundo 13 views 1 comment 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 316 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
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  Invesco Errors while trying to activate one step update

  Closed MGB 183 views 33 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  Managing Credit Card Fraud

  Closed Jim Birth 83 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  Fidelity What is the best way to fix hidden Balancing Cash Adjustment?

  Answered ✓ Closed DericRock 83 views 1 comment 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Fidelity investments, One step update Setup

  Closed MGB 227 views 6 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Having trouble setting up a Wealthscape account for download

  Closed Hopeless_Diamond 58 views 3 comments 0 points Most recent by Quicken Anja August 2025Investing (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 53 views 2 comments 0 points Most recent by DonBig August 2025Download, Add/Update Accounts (Windows)
• 
  Citi still reporting issue

  Answered Closed EmKay 106 views 2 comments 0 points Most recent by UKR August 2025Download, Add/Update Accounts (Windows)
• 
  HTTP Status 400 with Amex Canada

  Closed System 24 views 2 comments 0 points Most recent by Quicken Jasmine August 2025All Things Canadian (Mac)
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  CC-511 error for HealthEquity

  Closed tlpwis 81 views 4 comments 1 point Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)